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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,228 | $102,385+35.0% | $147,080-6.0% | $80,935+70.8% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 7.44% | 135.09%-127.6pp | 420.17%-412.7pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,040 | $3,717-72.0% | $4,933-78.9% | $2,757-62.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $164 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |